Client Service Associate
Edelman Financial EnginesNew York, United States
Posted December 17, 2025
50000 - 65000 USD
Full Time
About the Company
Edelman Financial Engines is a purpose-driven company that guides people with financial advice to thrive, committed to acting in the best interests of clients and providing personal, comprehensive financial planning and investment advice.
Job Description
Client Service Associate at Edelman Financial Engines, a purpose-driven company that guides people with financial advice to thrive. The role involves partnering with Financial Planners to provide high-level customer service to clients, performing administrative tasks, and supporting company initiatives.
Requirements
- 2+ years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred
- Bachelor’s degree or equivalent experience preferred
- Good understanding of finance and investment markets/securities
- Critical thinking, attention to detail, and multi-tasking skills required
Benefits
- Discretionary bonus
- Health, dental, and other wellness plans
- 401(k) contributions